The devastating war in Ukraine has dramatically increased the need for energy independence in the European Union, which today announced a plan to reduce its reliance on Russian gas. This will require more use of fossil fuels in the short term, but long-term...
In this rapidly evolving market, we believe investors need a thoughtful approach to assessing issues’ suitability and combatting greenwashing, in order to generate real impact.
Higher energy prices may prompt more investment in energy transition technologies, but we expect periods of volatility and vulnerability along the path to a greener future.
Technology plays a pivotal role in the transition towards a more sustainable world and is a deflationary force. In this Q&A portfolio manager Richard Clode explores these themes and the investment opportunities.
Arthur Lau, Head of Asia ex Japan Fixed Income, and Omar Slim, Senior Portfolio Manager, Asia Fixed Income, answer questions about opportunities in Asia IG bonds and the sector’s prospects and potential risks.